Wealthcare Advisory Partners LLC

Position in MSTR — Strategy Inc

CIK 1683059 WEST CHESTER, PA

Position in MSTR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$683,009

-$256,485 QoQ

Shares Held

7,857

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#69

of 243 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $16,102,025 across 15 Software - Application names. MSTR ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	38,198	$3,792,297
2	SNOW	Snowflake Inc.	13,682	$3,482,069
3	CRM	Salesforce, Inc.	17,364	$2,720,244
4	ADP	Automatic Data Processing Inc	5,184	$1,160,956
5	UBER	Uber Technologies, Inc	11,635	$839,581
6	ADBE	Adobe Inc.	3,651	$748,528
7	MSTR	Strategy Inc This page	7,857	$683,009
8	SHOP	Shopify Inc.	5,244	$598,759

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,009	7,857	+4.4%	Shares	Sole	2026-07-09
2026-03-31	$939,494	7,528	+14.2%	Shares	Sole	2026-04-14
2025-12-31	$1,001,654	6,592	+0.0%	Shares	Sole	2026-01-14
2025-09-30	$2,123,363	6,590	+8.9%	Shares	Sole	2025-11-07
2025-06-30	$2,446,399	6,052	+4.3%	Shares	Sole	2025-07-22
2025-03-31	$1,672,254	5,801	+14.5%	Shares	Sole	2025-04-15
2024-12-31	$1,467,504	5,067	+31.6%	Shares	Sole	2025-01-15
2024-09-30	$649,278	3,851	+1596.5%	Shares	Sole	2024-11-04
2024-06-30	$312,687	227	0.0%	Shares	Sole	2024-08-12
2024-03-31	$386,935	227	-30.8%	Shares	Sole	2024-04-15
2023-12-31	$207,171	328	-43.9%	Shares	Sole	2024-02-06
2021-12-31	$318,526	585	+457.1%	Shares	Sole	2022-02-11
2021-03-31	$71,274	105	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.